| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1714 |
| Technical Name |
blc_crm_dashboard |
| License | OPL-1 |
| Website | https://bitlevelcode.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1714 |
| Technical Name |
blc_crm_dashboard |
| License | OPL-1 |
| Website | https://bitlevelcode.com |
Odoo CRM Dashboard
Complete Sales Analytics at Your Fingertips
Unlock the full potential of your sales management with our comprehensive CRM dashboard. Visualize pipeline metrics, track sales performance, monitor revenue trends, and gain actionable insights through 8+ interactive charts and real-time analytics.
Watch Demo
See how the CRM Dashboard transforms your sales analytics with interactive visualizations
Powerful Features of CRM Dashboard
Everything you need to monitor, analyze, and optimize your sales performance
8+ Interactive Charts
Visualize your sales data with pie charts, line graphs, bar charts, and doughnut charts. Click on any chart element to drill down into detailed views.
Advanced Filtering
Filter by date range, stage, team, and tags. Use preset filters like "This Week", "This Month", or create custom ranges.
Revenue Analytics
Track expected revenue, won revenue, and pipeline value. Compare expected vs closed revenue by team and salesperson.
Pipeline Tracking
Monitor pipeline by stage, track won vs lost opportunities. Visualize conversion rates and win rates.
Team Performance
Analyze opportunities by team and salesperson. Track individual and team performance metrics.
Monthly Trends
Track monthly revenue and opportunity trends over the last 6 months. Identify patterns and optimize sales strategies.
How CRM Dashboard Works
Get started in three simple steps with Odoo CRM Dashboard
Install the Module
Install the CRM Dashboard module in your Odoo instance. No additional configuration required - it works with your existing CRM data.
Access the Dashboard
Navigate to the CRM menu and access your new dashboard. All your sales data is automatically visualized with 8+ interactive charts.
Apply Filters & Analyze
Use advanced filters to slice and dice your data. Click on any chart element to drill down and view detailed records.
8+ Interactive Analytics Charts
Every chart is clickable and provides drill-down capabilities to detailed views
Lead Status Distribution (Pie Chart)
Visualize leads and opportunities distribution across different stages. Click any segment to view leads in that status.
Monthly Revenue Trend (Line Chart)
Track revenue and new opportunities over the last 6 months. Click any point to view leads for that month.
Pipeline Overview (Doughnut Chart)
Monitor pipeline distribution by stage. Click to view leads and opportunities in specific stages.
Won vs Lost (Bar Chart)
Compare won and lost opportunities. Click bars to view detailed won or lost leads.
Leads vs Opportunities (Bar Chart)
Analyze distribution between leads and opportunities. Click to filter by type.
Opportunities by Team (Stacked Bar Chart)
View opportunity distribution across teams and stages. Click to open team details.
Expected vs Closed Revenue (Bar Chart)
Compare expected revenue against won revenue by team. Track pipeline performance.
Opportunities Per User (Horizontal Bar Chart)
See opportunity distribution among salespeople. Click to view user-specific opportunities.
Track Essential CRM Metrics
Monitor all critical KPIs in one centralized dashboard
Advanced CRM Dashboard Filtering Capabilities
Slice and dice your data with powerful filtering options
Date Range Filters
- This Week - Quick access to current week data
- This Month - View current month metrics
- This Quarter - Quarterly performance overview
- Custom Range - Select any date range
CRM Filters
- Stage - Filter by lead/opportunity stage
- Team - Filter by sales team
- Tags - Multi-select tag filtering
Role-Based Dashboard Views
Different insights for sales managers and salespeople
Sales Manager View
- All leads and opportunities visibility
- Complete team performance metrics
- Revenue and pipeline analysis
- Expected vs won revenue comparisons
- Team and individual performance insights
- Company-wide sales analytics
Salesperson View
- Personal assigned leads and opportunities
- Individual pipeline tracking
- Own revenue and performance metrics
- Personal conversion and win rates
- Individual productivity insights
- Assigned opportunity analytics
Export & Reporting Features
Share insights with your team and stakeholders
Export Charts
Export any chart as PNG image for presentations and reports
Export CSV
Export dashboard data as CSV for further analysis in Excel or other tools
Why Choose CRM Dashboard?
Transform your sales management with data-driven insights
Instant Visibility
Get immediate insights into pipeline health, sales performance, and revenue trends without manual reporting.
Data-Driven Decisions
Make informed decisions based on real-time analytics, trends, and performance metrics across all sales activities.
Time Savings
Eliminate hours spent on manual reporting. All metrics are automatically calculated and visualized.
Improved Accountability
Track individual and team performance with clear metrics on leads, opportunities, and revenue contributions.
Revenue Forecasting
Monitor expected revenue, track won vs lost opportunities, and optimize sales pipeline performance.
Easy Integration
Works seamlessly with existing Odoo CRM module without any configuration. Uses your existing lead and opportunity data.
CRM Dashboard Screenshots
See the CRM dashboard in action with real data visualizations
Main CRM Dashboard View
CRM Dashboard Charts #1
CRM Dashboard Charts #2
CRM Dashboard Charts #3
CRM Dashboard Charts #4
Salesperson View (Visible Own Leads and Opportunities Only)
OnClick on Chart View Data
Export Charts in CRM Dashboard
Export Dashboard in CSV Format
Frequently Asked Questions
Q: Do I need technical skills to install this module?
No technical skills required! Simply install the module from the Odoo Apps menu, and it will automatically integrate with your existing CRM data.
Q: Can I customize the dashboard charts?
Yes! You can filter data by date ranges, stages, teams, and tags. Each chart is interactive and can be exported as an image.
Q: Does it work with custom CRM fields?
The dashboard works with all standard Odoo CRM fields. For custom fields, additional configuration may be required.
Q: Is there ongoing support and updates?
Yes! We provide 24/7 support via email and regularly update the module to ensure compatibility with the latest Odoo versions.
Q: Can multiple users access the dashboard simultaneously?
Absolutely! The dashboard supports multiple concurrent users with role-based access. Sales managers see all data, while salespeople see their assigned leads and opportunities.
Ready to Transform Your Sales Management?
Get started with the CRM Dashboard module today and unlock powerful analytics for your Odoo sales pipeline
Need Help?
Our support team is here to help you get started and answer any questions you may have.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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